RBO & CO LLC 13F Holdings
CIK 0001162827 · ST HELENA, CA
As of Sep 30, 2025, RBO & CO LLC reported 54 positions worth $639.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ABBVIE INC | ABBV | Equity | 189,014 | $43.8M | 6.85% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 217,381 | $40.3M | 6.30% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 67,219 | $33.8M | 5.29% |
| MCDONALDS CORP | MCD | Consumer Cyclical | 108,292 | $32.9M | 5.15% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 180,985 | $29.4M | 4.59% |
| ABBOTT LABORATORIES | ABT | Healthcare | 217,805 | $29.2M | 4.56% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 75,537 | $23.8M | 3.73% |
| CIE FINANCIERE RICHEMO-A REG | — | — | 122,153 | $23.3M | 3.64% |
| WYNDHAM HOTELS & RESORTS INC | WH | Consumer Cyclical | 278,308 | $22.2M | 3.48% |
| MONDELEZ INTERNATIONAL INC | MDLZ | Consumer Defensive | 354,707 | $22.2M | 3.47% |
| PEPSICO INC | PEP | Consumer Defensive | 152,783 | $21.5M | 3.36% |
| LIVE NATION ENTERTAINMENT INC | LYV | Communication Services | 123,581 | $20.2M | 3.16% |
| EQUIFAX INC | EFX | Industrials | 69,816 |